Stephen Nelson
Birchwood Capital
carlsbad, CA
- CFP®
- CFA®
Contact Stephen
Schedule Free ConsultationStephen can help you with
- Tax Strategy
- Equity Compensation Strategy
- Multigenerational Wealth Transfer
- Complex Tax Optimization
- Retirement Planning
- Business Exit and Succession Planning
- Charitable Giving and Foundation Design
- Legacy and Family Governance
Stephen specializes in
- Business Owner/Entrepreneur
- Technology Professional/Engineer
- Corporate Officer
- Medical Professional
- Other
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Family Office Services
- Intergenerational Planning
Pricing
The fee is $24,000 per year, per relationship. Our investment minimum is $3 million.Birchwood is a flat-fee financial advisor that assesses a fixed, flat, and completely transparent fee that does not change based on your assets under management.
About
We assist high-net-worth families in managing their wealth.Over the years that we’ve been helping families, we’ve experienced strikingly similar questions and concerns of wealthy families:
- How can we reduce the risk of a lawsuit eliminating our assets?
- How much should we give our children so the money doesn’t undermine their motivation, well-being, or self-esteem?
- How can we live a life of purpose and meaning?
- How can we steward our resources, finding the balance between personal enjoyment and sharing?
We work with families with assets typically between $5 - 25 million who are looking for the highest level of thinking, planning, and execution. For clients’ with assets beyond these thresholds, we serve them through our multi-family office.
Not all “flat fee advisors” are interchangeable. It’s the difference between seeing a general physician and going to a specialist who deals with your exact situation every day. When the decisions are meaningful, the expertise behind them matters more. At your level, a single good decision, or avoided mistake, can be worth hundreds of thousands, sometimes millions.
Stephen Nelson, CFA, CFP®I am a Chartered Financial Analyst® (CFA) Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional who has spent my career in investment management and financial planning. I received a Master of Science in Finance and a B.B.A. in Finance from the Cox School of Business at Southern Methodist University in Dallas, Texas. I serve families throughout San Diego and across the country.
Each year I write an ‘Annual Letter,’ which best illustrates the firm's character.
Birchwood's asset minimum is $3 million.
Link to Social/YouTube Channel: https://www.youtube.com/@birchwoodcapital